KFS
COUP

Kelly Financial Services’s Coupa Software Incorporated COUP Stock Holding History

Kelly Financial Services’s Portfolio COUP Stock Details COUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-172
Closed -$17.5K – 718
2022
Q1 		$17.5K Sell
172
-35
-17% -$4.24K 0.01% 281
2021
Q4 		$32.7K Buy
207
+90
+77% +$18.5K 0.02% 223
2021
Q3 		$25.6K Buy
117
+46
+65% +$10.8K 0.01% 229
2021
Q2 		$18.6K Buy
71
+60
+545% +$14.9K 0.01% 268
2021
Q1 		$2.8K Sell
11
-1
-8% -$315 ﹤0.01% 470
2020
Q4 		$4.07K Buy
+12
New +$3.71K ﹤0.01% 392

Other funds holding COUP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Kelly Financial Services's COUP Position: Q2 2022 in Review

Kelly Financial Services sold out of Coupa Software Incorporated (COUP) in Q2 2022, closing a stake of 172 shares — an estimated $17.5K sold.

Kelly Financial Services first reported a position in COUP in Q4 2020 and held it in 6 quarters. The position peaked at $32.7K in Q4 2021. 355 funds tracked by Wall St. Rank hold COUP as of Q2 2022.

  • Kelly Financial Services reported no remaining Coupa Software Incorporated position as of Q2 2022 after selling out during the quarter.
  • Kelly Financial Services sold 172 Coupa Software Incorporated shares in Q2 2022, an estimated $17.5K.
  • Kelly Financial Services first reported a position in Coupa Software Incorporated in Q4 2020 and held it in 6 quarters.
  • Kelly Financial Services's Coupa Software Incorporated position peaked at $32.7K in Q4 2021.
  • 355 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2022.

Based on Kelly Financial Services's 13F filing for Q2 2022, filed 17 Jul 2024.